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In this two-part WTR Symposium Series podcast, "NEXT-GEN VEHICLES: Investing in Small Drones and Unmanned Vehicles", management of Micropolis Holding Company (MCRP), Ondas Holdings Inc. (ONDS), SES AI Corp, (SES) and Unusual Machines, Inc. (UMAC) join the Water Tower Research team including Founding Partner and CEO, Shawn Severson and Managing Director - Technology, Dr. John Roy. Drones are everywhere and stocks are moving up. Hear what 4 CEOs in the drone industry are saying about investing, consolidation, and the need for standards. 

Stay tuned next week for part-two with WTR's Peter Gastreich!

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In our latest WTR Small-Cap Spotlight x Healthcare Crossover, Cybin CEO Doug Drysdale joins Water Tower Research’s Tim Gerdeman and Senior Analyst Robert Sassoon to discuss the company's non-traditional financing strategy as it continues to advance its development pipeline. Drysdale also probes into data that highlight advantages that distinguish Cybin's lead program CYB003 from other aspiring late-stage novel therapies in the depression treatment landscape

Cybin (NYSE: CYBN) is a late-stage clinical development company focused on developing novel psychedelic-based neuropsychiatric compounds. Its two lead candidates, targeting two of the most pervasive mental health disorders, are psilocin-based CYB003 for Major Depressive Disorder (MDD), currently being dosed in a Phase 3 program, and DMT-based CYB004 for General Anxiety Disorder (GAD) which is wrapping up a Phase 2 study.  

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On this week's episode of the WTR Small-Cap Spotlight, Nir Brenmiller, Chief Operating Officer, Co-Founder and Director at Brenmiller Energy (NASDAQ ticker BNRG), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research to discuss: 1) the company’s innovative heat storage technology that bridges the intermittency of renewable energy generation and provides clean energy in the form of steam to industrial and other customers; 2) the multi-trillion dollar market opportunity for decarbonization of heat and electrification of heat; 3) what makes the technology competitive and lower cost when compared to traditional boilers and natural gas; 4) the company’s “heat as a service” business model targeting leading corporations looking to decarbonize; and 5) the first flagship operations starting by the end of this year plus a $500 million pipeline.

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In Part 2 of our WTR Small-Cap Spotlight Executive Series with SurgePays (NASDAQ: SURG), we continue our conversation with President Derron Winfrey—shifting focus from the company’s mobile virtual network enabler (MVNE) platform to its flagship mobile virtual network operator (MVNO) business, LinkUp Mobile. This episode explores how SurgePays is expanding affordable wireless access through its prepaid service model and what sets LinkUp apart in a competitive market. 

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In this episode of the WTR Small-Cap | Biotech Spotlight Crossover, Water Tower Research’s Tim Gerdeman is joined by Dr. Chris Witowski, CEO of Psilera, and WTR Senior Analyst Robert Sassoon for an insightful discussion on the company’s pioneering work in neuroplastogen drug development and delivery technologies.

Dr. Chris  Witowski, CEO and Co-Founder of Psilera, an early-stage biotech company focused on developing next-generation neuroplastegens for neurological and neuropsychiatric disorders, shares his thoughts and insights on the evolution of biomarkers in the neurosciences, the latest developments and trends in CNS-focused biomarkers and the potentially transformative impact they will have on the CNS treatment landscape.

Tune in to learn more about Psilera’s vision for the future of neurotherapeutics and how the company is working to transform the treatment landscape for CNS disorders.

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In this WTR Symposium Series podcast, " CATCH THE WAVE: Investing in Water Treatment and Solutions ", management of Arq, Inc. (ARQ), California Water Service (CWT), National Energy Services Reunited (NESR), and Select Water Solutions (WTTR) join the Water Tower Research team including Shawn Severson, CEO and Co-founder, Jeff Robertson, Managing Director – Natural Resources, and Peter Gastreich, Senior Energy and Sustainable Investing Analyst to discuss growth strategies. The participating companies are delivering key water treatment technologies, water management solutions, and long-term infrastructure services for customers in energy, utilities, specialty materials and other industries.  

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On this week's episode of the WTR Small-Cap Spotlight, Mihir Dange, CEO of XCF Global and Simon Oxley, CFO of XCF Global, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) XCF Global as the first publicly listed pure-play sustainable aviation fuel (SAF) producer in the US; 2) how decarbonizing the global aviation industry will lead to 100x demand growth for SAF; 3) status of the company’s existing SAF plant in operation since Feb 2025 and XCF’s large pipeline of new SAF projects; 4) the unique advantages of the feedstock and offtake agreements and partnership with Phillips66; and 5) the modular approach to expansion and focus on private capital financing rather than government loans.

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On this week's episode of the WTR Small-Cap Spotlight, Roshan Pujari, Executive Chairman and CEO of Stardust Power joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) the critical need for developing domestic lithium refining capacity in the US, a market which is dominated by imports; 2) plans to build one of the largest battery-grade lithium refineries in the US and strategic advantages of locating in Oklahoma; 3) progress on offtake agreements including 80-100% of phase 1 supply in a non-binding agreement with Sumitomo Corp; 4) Stardust Power’s upstream integration strategy and the abundance of lithium reserves and brine assets linked to the oil and gas industry in the US; and 5) the company’s financing and capital strategy.  

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Enlivex Therapeutics CEO Oren Hershkovitz, PhD joins us on another WTR Small-Cap x Biotech Spotlight crossover episode to talk about how the company’s cell therapy, Allocetra, reprograms macrophages to treat inflammatory diseases. We dive into the recent Phase 1 data in knee osteoarthritis and what to expect from the randomized Phase 2 readout later this year, as well as the market opportunity. Listen to learn more about Enlivex Therapeutics and its off-the-shelf cell therapy platform. 

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On this week’s WTR Small-Cap Spotlight, we speak with Apimeds CEO Erik Emerson about the newly NYSE listed company and the development of Apitox, a purified honeybee venom, for knee osteoarthritis and multiple sclerosis. We discuss the therapeutic properties of bee venom and the clinical/regulatory plans to bring Apitox to the US market. Listen to learn more about Apimeds and its novel approach to treat inflammatory pain.

You can listen to this episode and more on the WTR Biotech Spotlight at the links below!

Apple: https://podcasts.apple.com/us/podcast/wtr-biotech-spotlight/id1795488592

Spotify: https://open.spotify.com/episode/7KUMWuGavyAuDEs2527rp2?si=22adef2e0f304634